Gerardo Jose Vila

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Mutual Of Omaha
  Guaynabo, PR
• 01/2019 → Present
  Mutual Of Omaha Investor Services
  Guaynabo, PR
• 10/2017 → 03/2019
  Wsp
  Winchester, VA
• 01/2016 → 12/2016
  Infopaginas
  Guaynabo, PR
• 01/2017 → 10/2017
  Caribbean 12
  San Juan, PR

Other Businesses

Insurance Agent - Start Date: 01/2019 - Non-investment Related - Insurance lines of business: Life, Annuities, Disability and P&C. Hours/per week during trading hours: 40 Board of Residents -President -Start Date 09/21/21-Las Gaviotas Condominium Board: NO pay. Hours/ hours 2 a week on no trading hours. Rental Income - Condo in Carolina PR DBA - Compass Insurance and Capital Strategies

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-09
• S65 Uniform Investment Adviser Law Examination
  2025-08-30

Other Names

• Gerardo Vila
• Gerardo Jose Vila
• Gerardo Jose Vila Andreu
• Jerry Vila